# Proposify Reviews **Vendor:** Proposify **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,134 ## About Proposify Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com. ## Proposify Pros & Cons **What users like:** - Users love the **ease of use** of Proposify, finding it user-friendly with useful templates for quick proposal creation. (40 reviews) - Users love the **extensive templates** on Proposify, making proposal creation quick and efficient for their business needs. (23 reviews) - Users enjoy the **easy creation** of proposals with Proposify, thanks to its user-friendly templates and collaborative features. (20 reviews) - Users love the **customization options** of Proposify, enhancing their proposals' appearance and professionalism effortlessly. (16 reviews) - Users enjoy the **ease of creation** with Proposify, praising its user-friendly interface and customizable proposal features. (16 reviews) - Users value the **collaborative tools and automation** in Proposify, enhancing proposal efficiency and offering pricing flexibility. (16 reviews) - Efficiency (15 reviews) - Sales Efficiency (15 reviews) - Tracking Features (15 reviews) - Users value the **responsive customer support** of Proposify, which enhances their experience and efficiency in proposal management. (14 reviews) **What users dislike:** - Users find the **difficult editing** process challenging, with non-intuitive functions and formatting issues hindering their experience. (13 reviews) - Users find **limited customization options** in Proposify, lacking advanced features like photo editing or audio integration. (13 reviews) - Users find **editing difficulties** in Proposify, noting restrictions and a need for improved user-friendly functions. (11 reviews) - Users find the **feature usability lacking** due to poor mobile compatibility and a steep learning curve. (9 reviews) - Users find the **missing advanced features** in Proposify, like photo editing and audio file support, limiting. (9 reviews) - Users find **template issues** frustrating, especially with organization, messy UI, and restrictive pricing tables. (9 reviews) - Expensive (8 reviews) - Layout Issues (8 reviews) - Slow Performance (8 reviews) - Bug Issues (7 reviews) ## Proposify Reviews ### 1. Effortless Proposal Creation with Professional Templates **Rating:** 4.5/5.0 stars **Reviewed by:** Abhijeet K. | Digital Marketing Team, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Proposify?** Proposify provides us different type of free templates for giving them business proposals for professional collaborations. we just select the template and edit the name, product details, pricing etc and the proposal plan become ready to deliver just in few minutes. **What do you dislike about Proposify?** One of the main challenge of this software is its compatibility with mobile phones because most of us try to create the proposal plans from our personal devices only but its user interface is not compatible with Android or iOS mobile devices you can only work on PC or laptops on proposify. **What problems is Proposify solving and how is that benefiting you?** Proposify provides its own customizable library where we can save tables, images, charts etc so that they can be used multiple times on different proposal letters and save a us a lot of time also the documents of this platform can be signed by other party online if they are also the user of the this tool without the physical presence of printed proposal letter ### 2. Customizable Proposals Made Easy with Proposify **Rating:** 4.5/5.0 stars **Reviewed by:** Rohan T. | Marketing Team, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Proposify?** Proposify is a software that help us in creating customised proposal plans for our business so that we can brief in detail regarding our services as the software has different free and paid templetes available to add business logo and details on the customised quotation for our clients **What do you dislike about Proposify?** For integrating MS Excel and other office files to the quotaplans you will need to buy the premium plan of proposify and the premium plan is also little costly. As quotation is something which can also be made in other softwares so spending a large amount of money for its premium is not worth at all according to my experience but I generally prefer using it's free plan **What problems is Proposify solving and how is that benefiting you?** Giving different type of car detailing services to our customers is our day to day work and providing them a clean and clear quotation for those services is what we need to do everyday. So, we prefer to use proposify to give it a premium look and make it more descriptive so that the chances of customer conversion can increase. ### 3. Great Platform For Creating Collaborative Business Proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Neelesh M. | Technical Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Proposify?** We use proposify mainly to create different type of business quotations and proposals for other businesses from which we want to work with. The software has multiple free templates available in which we can design the proposal card and send it to them. The software also has collaboration feature in which multiple designers can work in a same design and give their input. **What do you dislike about Proposify?** Although there is customisation option available with multiple drag and drop options available for the editing to create the proposal letter but there are some advanced features like photo editing and adding audio files on the invitation letter is still unavailable in proposify. There subscription plan is little expensive for small business who want to use this platform for long term **What problems is Proposify solving and how is that benefiting you?** This software works completely digitally so whenever we need to generate a proposal plan and send it to our fellow businesses, we create it from proposify. It can also hold digital signatures of all the business professionals that work in our organisation this feature enable us to take their input and signature on the document and get it approved even though when they are not available in the office. ### 4. AI-Powered Proposal Creation Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Anjali K. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2025 **What do you like best about Proposify?** Proposify is a AI based automated platform that helps our company dorto services in creating different type of proposal plans for other third party companies for business collaboration and exponential growth. **What do you dislike about Proposify?** The templates of proposify is little outdated and they also need to be more customisable as Canva is also a similar platform that has much more feature than preposify and it is also more budget friendly. **What problems is Proposify solving and how is that benefiting you?** All the proposal plans that are created through proposify are completely cloud based and it also help us in tracking that whether the client has opened the proposal or not and how much time they have invested in checking the complete plan. It tool also has digital signature and photograph verification for complete authenticity check. ### 5. Good, but difficult to use **Rating:** 2.5/5.0 stars **Reviewed by:** Nick H. | Office Manager and Pre-Sales Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Proposify?** With HubSpot’s strong integrations, raising a proposal directly in the opportunity and pulling through the key details, tracking, and completion notifications is really handy. Their large library of templates gives a solid starting point, with plenty of flexibility in how the final document looks. We tend to use Proposify at least once a day. **What do you dislike about Proposify?** The document editor can be a bit tricky to work with. Changing templates isn’t always straightforward, and we’ve run into problems with edits not saving properly. The pricing tables are especially awkward, particularly with sizing. If you add a line item, the table suddenly blows up in size, and sometimes it won’t let you resize it. The only fix seems to be saving, closing, and reopening. **What problems is Proposify solving and how is that benefiting you?** We use Proposify to create client proposals and contract specifications. ### 6. Streamlines Proposals With Smart Insights, Minor Design Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2025 **What do you like best about Proposify?** What I like best about Proposify is how it simplifies the entire proposal process, from creating and customizing templates to tracking engagement and approvals. As an account manager, it’s a huge time-saver and helps me maintain consistency across client-facing documents. The ability to see when a client opens a proposal or which sections they spend the most time on gives me actionable insights to follow up more strategically and close deals faster. **What do you dislike about Proposify?** What I dislike about Proposify is that some of the design customization options can feel limited, especially when trying to match unique brand styles or complex layouts. Occasionally, larger proposals can be a bit slow to load, and collaboration features could be smoother when multiple team members are editing at once. Still, these are minor issues compared to the overall value the platform delivers. **What problems is Proposify solving and how is that benefiting you?** Proposify is solving the challenge of managing and tracking multiple client proposals efficiently. Before using it, keeping documents organized and consistent across the team was time-consuming. Now, with standardized templates, built-in analytics, and integrated e-signatures, I can send professional proposals quickly and monitor client engagement in real time. This not only speeds up approvals but also helps improve our close rate and overall client experience. ### 7. My experience has been very positive. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris V. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library. **What do you dislike about Proposify?** I have been locked out of features and had to call support. Also at times when the proposal is opened not all the features are available and you have to close out completely and then re-log into proposify again. **What problems is Proposify solving and how is that benefiting you?** Quick professional proposal ### 8. Clean and Professional — Always Delivering Excellence. **Rating:** 5.0/5.0 stars **Reviewed by:** EUGENIO J. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2025 **What do you like best about Proposify?** This is an easy-to-use and professional proposal tool that consistently delivers reliable results and is straightforward to implement. **What do you dislike about Proposify?** There isn't much more I can add—they really are exceptional. **What problems is Proposify solving and how is that benefiting you?** With Proposify, I no longer have to send multiple documents just to close a deal. Creating proposals with this tool makes the whole process much more streamlined, acting as a one-stop shop for everything I need. ### 9. Paid for a year in June 2025 - shut off my service in August - ZERO SUPPORT **Rating:** 0.0/5.0 stars **Reviewed by:** Christy O. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Proposify?** I liked that it had a proposal and delivery method - but they they ruined it when introducing AI **What do you dislike about Proposify?** Complete lack of support or help - and the fact that I paid for a year, and was only able to use it 2months into my second year - I have the invoice show it paid, zero support, zero customer help - no recourse but to dispute with my bank **What problems is Proposify solving and how is that benefiting you?** They were sending proposals - but they in no way benefited me - and the complete lack of support makes almost any other solution better **Official Response from Kyle Racki:** > Thank you for taking the time to share your feedback. We sincerely apologize for the frustration you've experienced with our service and support. We've been in contact with you regarding the billing notices you mentioned. As we explained, those monthly renewal notices are for add-on services like collaborative seats that show $0.00 unless actively used - though we understand these can be confusing and we're working to improve this experience. Regarding the service interruption and support issues you encountered, this doesn't reflect the standard of service we strive to provide. We take all customer concerns seriously and would welcome the opportunity to review your specific case and work toward a resolution. We're committed to improving both our product experience and customer support based on feedback like yours. If you're open to it, we'd appreciate the chance to connect directly to discuss your experience further. Thank you again for your feedback - it helps us do better. Proposify Customer Success Team ### 10. Proposify saves time & ensures consistency for remote teams **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Proposify?** It's quick to use and allows for consistency with a business that changes often. It allows our remote team to literally be on the same page for quotes, contracts, and more. We love how easy it is to use and manipulate a proposal to match the needs of each of our clients and use it every day to help entice guests to come to Catalina. Set up was relatively simple given that we have a large variety of vendors & activities in our offering and we're able to easily use it with our CRM (ActiveCampaign) and utilize it as a tool to help ensure accuracy through our ticketing software (FareHarbor) especially for private groups and custom packages. Their customer support is super helpful and friendly and I like that they bring a little humor to their chat support, too. It's also been nice to get communications from their leadership in our inbox. The emails are a quick read and have offered some good insights and jogged some good ideas while we're in our project mode season (off-season). Would highly recommend (and have) for years. **What do you dislike about Proposify?** It's easy to see when they are working on software updates (a good thing to happen so regularly) as the system can get a little bogged down at times. A quick refresh and it's back to business as usual. **What problems is Proposify solving and how is that benefiting you?** Proposify solves issues we used to have with consistency in content & pricing. It saves us time by have ready made pages that we've created instead of having to reinvent the wheel for every guest. Proposals used to take us up to 30-60 minutes to build. Now we're sending out proposals in under 10 minutes (usually in 3-5 for simple proposals). It's also ensuring our client and our team are on the same pages. Changes are made live in the proposal so the most recent version is the one we're all seeing & using. ## Proposify Discussions - [What is the best way to "band your proposals?](https://www.g2.com/discussions/what-is-the-best-way-to-band-your-proposals) - 1 comment, 1 upvote - [What's the best way to present 3 packages to a client with individual line items for each package?](https://www.g2.com/discussions/what-s-the-best-way-to-present-3-packages-to-a-client-with-individual-line-items-for-each-package) - 1 comment, 1 upvote - [How can I improve my documents making it more light in order that my clients could download the document](https://www.g2.com/discussions/51249-how-can-i-improve-my-documents-making-it-more-light-in-order-that-my-clients-could-download-the-document) - 1 comment, 1 upvote - [Do you have an affiliate program?](https://www.g2.com/discussions/51245-do-you-have-an-affiliate-program) - 1 comment, 1 upvote - [Will it ever be an option to add video](https://www.g2.com/discussions/51184-will-it-ever-be-an-option-to-add-video) - 1 comment, 1 upvote - [View Proposify pricing details and edition comparison](https://www.g2.com/products/proposify/reviews/proposify-review-9626977?section=pricing&secure%5Bexpires_at%5D=2026-05-03+23%3A24%3A12+-0500&secure%5Bsession_id%5D=2b2b87af-2ab0-4de3-ba79-14e9a760c9de&secure%5Btoken%5D=d7280af4329e7e5267561330c02891aafd1b50c3f00bc29e8b8d5e574699021f&format=llm_user) ## Proposify Integrations - [AspireCRM](https://www.g2.com/products/aspirecrm/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Salesforce Appexchange](https://www.g2.com/products/salesforce-appexchange/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Proposify Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Data Sources** - Software - Documents **Generation** - Templates - Automation - Branding **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Generative AI** - AI Text Generation **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Schedule - Batch **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Generative AI** - AI Text Generation **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Agentic AI - Document Generation** - Autonomous Task Execution **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top Proposify Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,298 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (878 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,218 reviews)